Richard Dwayne Blair is providing financial planning solutions for his clients.

Richard Dwayne Blair is providing financial planning solutions for his clients.

 

Richard Dwayne Blair comes from a family of scholars and is proof of how teaching could influence the life of a person positively. His wife is a teacher, his grandmother and mother were also teachers. After completing his college education, he ventured into the industry of financial services in 1993. He is the founder of Wealth Solutions that is based in Austin, Texas. The main objective of the organization is impacting positively on the financial matters of small business owners, families and individuals. Richard Blair has a sound knowledge and experience in the field of retirement planning. Richard Dwayne Blair helps his clients through the process of planning and living through retirement. He has the passion for assisting clients to pursue and reach their retirement goals. In his independent firm, Wealth Solutions he has developed as a three-pillar approach to financial planning. The first pillar of financial planning entails Richard helping the client to understand their financial roadmap. Here is where the client has to point out their strengths, goals, risk tolerance and their window for growth. In this period, Richard Blair builds a valued relationship as he intimately understands the client’s concerns, fears, and expectations. The second pillar for financial planning is drafting a financial investment strategy that is long term. This step is customized to meet the specific needs of the clients in the aspects of their liquidity needs and goals. Richard Blair has designed this process to maximize the output of the client’s assets and investment during the high market season. As a result, it would reduce the impact of the low market seasons on the portfolio of the clients. The track record for performance is based on the goals, expectations and historical data for the client. Richard Dwayne Blair has based his third pillar for financial planning on the insurance needs of his client. Life is a rollercoaster full of uncertainties. Richard Blair focuses on making sure that his clients have adequate coverage for insurance. In his process, he comes up with strategies for long-term care insurance, annuities, and life insurance.